Balanced Rock Investment Advisor Vanguard Long Term Treasury Et Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 30,723 shares of VGLT stock, worth $1.72 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
30,723
Previous 30,581
0.46%
Holding current value
$1.72 Million
Previous $1.69 Billion
4.57%
% of portfolio
1.41%
Previous 1.34%
Shares
6 transactions
Others Institutions Holding VGLT
# of Institutions
454Shares Held
102MCall Options Held
388KPut Options Held
65.7K-
Empower Advisory Group, LLC Greenwood Village, CO11.7MShares$652 Million2.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$648 Million0.19% of portfolio
-
Morgan Stanley New York, NY9.08MShares$508 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC6.7MShares$375 Million0.03% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA4.36MShares$244 Million6.14% of portfolio